{"id":1008,"date":"2017-08-01T22:49:39","date_gmt":"2017-08-02T02:49:39","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/top-5-integrations-accounting\/"},"modified":"2026-09-29T06:37:13","modified_gmt":"2026-09-29T10:37:13","slug":"top-5-integrations-accounting","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/top-5-integrations-accounting\/","title":{"rendered":"The Top 5 Integrations to Streamline Your Accounting Workflows"},"content":{"rendered":"\nThis piece is the last portion of our three-part accounting series. To read more, check out Part 1 <\/a>and Part 2<\/a>.<\/em>\n\nAsk any professional, and they’ll tell you there are never enough hours in a day. There are sales to reconcile, inventory to take, employees to manage, and more. If your business is tech-savvy, you might already use apps like QuickBooks, NetSuite, or Intacct to help save time on your accounting. But using them in isolation undermines your overall productivity potential. By connecting them with other apps, such as your CRM or chat platform, you can do so much more with your data! We\u2019ve rounded up the top five accounting integrations that have worked wonders for us and our customers.\n

NetSuite Integration: Automating Order Fulfilment with ServiceNow<\/h3>\n\"NetSuite<\/a>NetSuite and ServiceNow are popular app choices for large enterprises. It can be difficult to find a platform that can comprehensively work with NetSuite, and Workato has many prebuilt NetSuite integration recipes that you can start using today.\n\nOne of our customers, for example, uses ServiceNow for Service Management, NetSuite as their ERP, and Shopify for eCommerce. The first step is keeping Shopify synced with Netsuite and ServiceNow after customers purchase their items. Workato will automatically create a new order in NetSuite and ServiceNow whenever an order is created in Shopify. After a warehouse manager marks an order as fulfilled in NetSuite, the corresponding order will update in Shopify and ServiceNow. Now, both customers and CS teams will know the order is on its way, via an email from Shopify for customers, and ServiceNow for the CS agents. If a customer receives the wrong product and calls to initiate a return, a CS agent will record the request in ServiceNow, and a Return Authorization Request in NetSuite will be created<\/a>. The agent can initiate the return directly from ServiceNow, instead of switching apps. Upon receiving the returned goods, a manager can simply approve the return by clicking \u201cRefund\u201d in NetSuite.\n

Automating Conversion and Updating of Intacct Journal Entries from Salesforce<\/h3>\n\"NetSuite<\/a>\n\nIf you\u2019re facing the tedious process of manually moving data from your CRM into your accounting apps, integration can significantly lighten the load. We helped Braille Institute of America, a non-profit for the visually impaired, connect Salesforce (Luminate) and Intacct for fully automated donation processing. Daily donations are logged in Luminate CRM. When a batch of donations is committed in Luminate, Workato automatically converts<\/a> them into debit and credit entries. The automation then stores the journal entries as a set of clean data that is ready to go into Intacct as a custom object in Salesforce (Luminate). Another recipe monitors the donations recorded in the Journal Entries for changes, updating those Journal Entries to reflect the actual amount of money given. Twice a month, data entry staff will double check to make sure all the Journal Entries are correct. If something needs updating, a staff member can change it in the Luminate donation records, and the second Workato recipe will automatically update the corresponding journal entries. When the journal entries are ready to sync, it triggers Workato to send all the batches that are ready into Intacct in real-time.\n\nWe created this workflow using the following recipe:\n